Brian Bares - Bares Capital Management 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Nov 14, 2025, the Bares Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - None reported
Increases - Alarm.com Holdings, Inc., ANSYS, Inc., Box, Inc., America's Car-Mart, Inc., CoStar Group, Inc., and 7 more
Reductions - Gartner, Inc.
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ALRM
Alarm.com Holdings, Inc.
|
Buy |
+919,682
|
|
Q1 2017
|
ANSS
ANSYS, Inc.
|
Buy |
+43,402
|
|
Q1 2017
|
BOX
Box, Inc.
|
Buy |
+157,644
|
|
Q1 2017
|
CRMT
America's Car-Mart, Inc.
|
Buy |
+16,745
|
|
Q1 2017
|
CSGP
CoStar Group, Inc.
|
Buy |
+81,722
|
|
Q1 2017
|
FAST
Fastenal Company
|
Buy |
+402,649
|
|
Q1 2017
|
FDS
FactSet Research Systems Inc.
|
Buy |
+87,766
|
|
Q1 2017
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+788,086
|
|
Q1 2017
|
IT
Gartner, Inc.
|
Sell |
-178,816
|
|
Q1 2017
|
MKL
Markel Group Inc.
|
Buy |
+17,922
|
|
Q1 2017
|
UA
Under Armour, Inc.
|
Buy |
+3,271,535
|
|
Q1 2017
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+169,923
|
|
Q1 2017
|
WAT
Waters Corporation
|
Buy |
+126,728
|